Grantvest Financial Group’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Grantvest Financial Group’s Portfolio FJUN Stock Details FJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$753K	Sell	12,553 -65	-0.5%	-$3.84K	0.44%	51
2026 Q1	$713K	Sell	12,618 -443	-3%	-$25.4K	0.46%	49
2025 Q4	$745K	Sell	13,061 -95	-0.7%	-$5.35K	0.48%	49
2025 Q3	$736K	Buy	13,156 +1,327	+11%	+$72.7K	0.51%	45
2025 Q2	$635K	Buy	11,829 +1,866	+19%	+$94.8K	0.47%	51
2025 Q1	$497K	Sell	9,963 -562	-5%	-$29K	0.4%	54
2024 Q4	$541K	Buy	+10,525	New	+$540K	0.6%	53

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Grantvest Financial Group's FJUN Position: Q2 2026 in Review

Grantvest Financial Group reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 0.52% in Q2 2026, selling an estimated $3.84K and leaving 12,553 shares worth $753K. The position accounts for 0.44% of the portfolio, ranked #51.

Grantvest Financial Group first reported a position in FJUN in Q4 2024 and has held it in 7 quarters since. 156 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Grantvest Financial Group held 12,553 shares of FT Vest US Equity Buffer ETF June worth $753K as of Q2 2026.
Grantvest Financial Group sold 65 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $3.84K.
FT Vest US Equity Buffer ETF June made up 0.44% of Grantvest Financial Group's portfolio in Q2 2026, its #51 holding.
Grantvest Financial Group first reported a position in FT Vest US Equity Buffer ETF June in Q4 2024 and has held it in 7 quarters since.
156 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.